Trusts

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.